Civic Intelligence

Bruce David Schwartz Dds PC

Plan context: Bruce David Schwartz Dds PC 401(K) Savings and Profit Sharing Plan

EIN 86-0892917 • Scottsdale, AZ • 18 filings • 4 plans

10850 N 90th StScottsdale, AZ 85260
Current Snapshot

Latest Year

2019

2019 Participants

11

2019 Assets

$339,843

2019 Contributions

$113,615

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$399,194$199,597$0200020102019YearValue
$339,843Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200020092019YearValue
11Latest year 2019

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2019111$339,843$113,615$10,329iApproximate average salary by contribution assumption: employee only about $258,216 at 4% or $172,144 at 6%; with 50% employer match about $172,144 at 4% or $114,763 at 6%; with 100% employer match about $129,108 at 4% or $86,072 at 6%.
Bruce David Schwartz Dds PC 401(K) Savings and Profit Sharing Plan-11$339,843$113,615$10,329iApproximate average salary by contribution assumption: employee only about $258,216 at 4% or $172,144 at 6%; with 50% employer match about $172,144 at 4% or $114,763 at 6%; with 100% employer match about $129,108 at 4% or $86,072 at 6%.
2018110$187,392$97,899$9,790iApproximate average salary by contribution assumption: employee only about $244,748 at 4% or $163,165 at 6%; with 50% employer match about $163,165 at 4% or $108,777 at 6%; with 100% employer match about $122,374 at 4% or $81,583 at 6%.
Bruce David Schwartz Dds PC 401(K) Savings and Profit Sharing Plan-10$187,392$97,899$9,790iApproximate average salary by contribution assumption: employee only about $244,748 at 4% or $163,165 at 6%; with 50% employer match about $163,165 at 4% or $108,777 at 6%; with 100% employer match about $122,374 at 4% or $81,583 at 6%.
201719$111,736$79,671$8,852iApproximate average salary by contribution assumption: employee only about $221,308 at 4% or $147,539 at 6%; with 50% employer match about $147,539 at 4% or $98,359 at 6%; with 100% employer match about $110,654 at 4% or $73,769 at 6%.
Bruce David Schwartz Dds PC 401(K) Savings and Profit Sharing Plan-9$111,736$79,671$8,852iApproximate average salary by contribution assumption: employee only about $221,308 at 4% or $147,539 at 6%; with 50% employer match about $147,539 at 4% or $98,359 at 6%; with 100% employer match about $110,654 at 4% or $73,769 at 6%.
201617$32,729$19,575$2,796iApproximate average salary by contribution assumption: employee only about $69,911 at 4% or $46,607 at 6%; with 50% employer match about $46,607 at 4% or $31,071 at 6%; with 100% employer match about $34,955 at 4% or $23,304 at 6%.
Bruce David Schwartz Dds PC 401(K) Savings and Profit Sharing Plan-7$32,729$19,575$2,796iApproximate average salary by contribution assumption: employee only about $69,911 at 4% or $46,607 at 6%; with 50% employer match about $46,607 at 4% or $31,071 at 6%; with 100% employer match about $34,955 at 4% or $23,304 at 6%.
201516$14,603$15,194$2,532iApproximate average salary by contribution assumption: employee only about $63,308 at 4% or $42,206 at 6%; with 50% employer match about $42,206 at 4% or $28,137 at 6%; with 100% employer match about $31,654 at 4% or $21,103 at 6%.
Bruce David Schwartz Dds PC 401(K) Savings and Profit Sharing Plan-6$14,603$15,194$2,532iApproximate average salary by contribution assumption: employee only about $63,308 at 4% or $42,206 at 6%; with 50% employer match about $42,206 at 4% or $28,137 at 6%; with 100% employer match about $31,654 at 4% or $21,103 at 6%.
201210$0$0-
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-0$0--
201116$399,194$0-
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-6$399,194--
201014$368,630$0-
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-4$368,630--
200912$334,719$7,023$3,512iApproximate average salary by contribution assumption: employee only about $87,788 at 4% or $58,525 at 6%; with 50% employer match about $58,525 at 4% or $39,017 at 6%; with 100% employer match about $43,894 at 4% or $29,263 at 6%.
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-2$334,719$7,023$3,512iApproximate average salary by contribution assumption: employee only about $87,788 at 4% or $58,525 at 6%; with 50% employer match about $58,525 at 4% or $39,017 at 6%; with 100% employer match about $43,894 at 4% or $29,263 at 6%.
200812$256,185$3,170$1,585iApproximate average salary by contribution assumption: employee only about $39,625 at 4% or $26,417 at 6%; with 50% employer match about $26,417 at 4% or $17,611 at 6%; with 100% employer match about $19,813 at 4% or $13,208 at 6%.
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-2$256,185$3,170$1,585iApproximate average salary by contribution assumption: employee only about $39,625 at 4% or $26,417 at 6%; with 50% employer match about $26,417 at 4% or $17,611 at 6%; with 100% employer match about $19,813 at 4% or $13,208 at 6%.
200710$0$0-
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-0---
200612$342,820$22,052$11,026iApproximate average salary by contribution assumption: employee only about $275,650 at 4% or $183,767 at 6%; with 50% employer match about $183,767 at 4% or $122,511 at 6%; with 100% employer match about $137,825 at 4% or $91,883 at 6%.
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-2$342,820$22,052$11,026iApproximate average salary by contribution assumption: employee only about $275,650 at 4% or $183,767 at 6%; with 50% employer match about $183,767 at 4% or $122,511 at 6%; with 100% employer match about $137,825 at 4% or $91,883 at 6%.
200513$276,780$54,040$18,013iApproximate average salary by contribution assumption: employee only about $450,333 at 4% or $300,222 at 6%; with 50% employer match about $300,222 at 4% or $200,148 at 6%; with 100% employer match about $225,167 at 4% or $150,111 at 6%.
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-3$276,780$54,040$18,013iApproximate average salary by contribution assumption: employee only about $450,333 at 4% or $300,222 at 6%; with 50% employer match about $300,222 at 4% or $200,148 at 6%; with 100% employer match about $225,167 at 4% or $150,111 at 6%.
200412$276,814$55,533$27,767iApproximate average salary by contribution assumption: employee only about $694,163 at 4% or $462,775 at 6%; with 50% employer match about $462,775 at 4% or $308,517 at 6%; with 100% employer match about $347,081 at 4% or $231,388 at 6%.
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-2$276,814$55,533$27,767iApproximate average salary by contribution assumption: employee only about $694,163 at 4% or $462,775 at 6%; with 50% employer match about $462,775 at 4% or $308,517 at 6%; with 100% employer match about $347,081 at 4% or $231,388 at 6%.
200313$196,445$57,126$19,042iApproximate average salary by contribution assumption: employee only about $476,050 at 4% or $317,367 at 6%; with 50% employer match about $317,367 at 4% or $211,578 at 6%; with 100% employer match about $238,025 at 4% or $158,683 at 6%.
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-3$196,445$57,126$19,042iApproximate average salary by contribution assumption: employee only about $476,050 at 4% or $317,367 at 6%; with 50% employer match about $317,367 at 4% or $211,578 at 6%; with 100% employer match about $238,025 at 4% or $158,683 at 6%.
200214$0$0-
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-4---
200115$0$0-
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-5---
200013$29,743$29,743$9,914iApproximate average salary by contribution assumption: employee only about $247,858 at 4% or $165,239 at 6%; with 50% employer match about $165,239 at 4% or $110,159 at 6%; with 100% employer match about $123,929 at 4% or $82,619 at 6%.
Bruce David Schwartz, D.D.S. PC. 401(K) Profit Sharing Plan-3$29,743$29,743$9,914iApproximate average salary by contribution assumption: employee only about $247,858 at 4% or $165,239 at 6%; with 50% employer match about $165,239 at 4% or $110,159 at 6%; with 100% employer match about $123,929 at 4% or $82,619 at 6%.